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The company's data-center footprint could become a growing liability
CoreWeave has shed nearly half its value from recent highs while simultaneously reporting record revenue growth, and one Wall Street analyst sees a setup so lopsided it warrants a price target that would require the stock to triple from here.
Nebius shed nearly a quarter of its value in a single month despite explosive revenue growth, and one resolute Wall Street shop just raised its price target to a level that would require the stock to nearly double from here.
AI infrastructure investors now have two simultaneous reasons to think about the cost of money. Goldman Sachs and JPMorgan expect the Federal Reserve to raise rates 25 basis points this week, with futures pricing roughly a 90% probability. At the same time, AI safety warnings are testing assumptions about future compute demand. CoreWeave, Inc. (NASDAQ:CRWV) […]
CoreWeave (NasdaqGS:CRWV) is facing fresh scrutiny after Anthropic and OpenAI leaders publicly urged a slowdown in AI capability development. Comments from Anthropic and OpenAI CEOs raised the possibility of a cooler AI training cycle, a key revenue driver for CoreWeave's GPU cloud services. Bernstein research highlighted CoreWeave's concentrated exposure to large model training workloads if hyperscalers and top AI labs moderate infrastructure spending. The Anthropic and OpenAI slowdown...
The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]
Bernstein says a shift from AI training toward real-time inference could leave CoreWeave more exposed than rivals.
Wall Street stocks fell Monday on weakness in tech shares after leading artificial intelligence executives said advances should be slowed, as markets also contended with higher oil prices and Treasury bond yields.Losses tempered as the session progressed with crude oil prices and US bond yields moderating somewhat.
CoreWeave's push into "Physical AI" could unlock a new AI market for Nvidia.
CoreWeave stock sinks as tech leaders warn AI model development must be paced. Here’s why Bernstein sees CRWV shares are excessively exposed to that narrative.
AI infrastructure is becoming a credit story as much as a technology story. Reuters Breakingviews reported that AI-related debt issuance had reached nearly $500 billion by early August, about one-fifth of higher-rated U.S. issuance this year versus roughly 1% in 2024. Meta Platforms, Inc. (NASDAQ:META) and CoreWeave, Inc. (NASDAQ:CRWV) sit at opposite ends of that […]
The AI credit market is no longer pricing every GPU buildout the same. CoreWeave, Inc. (NASDAQ:CRWV) closed a $2.6 billion delayed-draw term loan in August, with $1.2 billion subsequently drawn, that charges Term SOFR plus 5.50%. Nebius Group N.V. (NASDAQ:NBIS) closed a roughly $775 million secured facility in July at SOFR plus 2.50%. The three-percentage-point […]
CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) became exceptionally direct tests of the AI spending debate on September 14. Michael Burry has pushed back on warnings from frontier AI leaders, arguing that the industry’s over AI risks is overblown and that slowing development would benefit incumbents by restraining competition. AI-linked stocks sold off anyway. […]
CoreWeave Stock Plunges As AI Slowdown Threatens Rural Data Centers
Business continues to be booming for CoreWeave, as demand isn't slowing.
The Federal Reserve will announce its policy decision on Sept. 16, with expectations of a rate hike amid elevated inflation and CPI prices. Kevin Gordon, Head of Macro Research and Strategy at the Schwab Center for Financial Research, and Yahoo Finance Senior Business Reporter Ines Ferré join Yahoo Finance Executive Editor Brian Sozzi to discuss the potential consequences of a rate hike.
Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.
As CEOs in the AI industry call for a slower pace of development for the most advanced models, Gil Luria, D.A. Davidson Head of Technology Research, and Yahoo Finance Senior Business Reporter Ines Ferré join Yahoo Finance Executive Editor Brian Sozzi to discuss the risks of a slowdown in AI demand for companies like CoreWeave (CRWV).
A media report naming a marquee AI lab as the mystery customer behind Rumble's massive six-year compute contract is sending one small-cap stock sharply higher while punishing its rented-compute rivals on the same tape.
Investing.com -- Bernstein analysts identified the data center and neocloud companies most exposed to a potential slowdown in frontier AI model training, following a weekend essay from Anthropic CEO Dario Amodei calling for the industry to deliberately pace capability gains. Other AI leaders, including Sam Altman and Elon Musk, endorsed Amodei’s essay.
CoreWeave could be a loser if AI gets pulled in.
Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.
Jensen Huang says AI infrastructure spending is still in its early stages, giving CoreWeave and Nebius a major vote of confidence as NVIDIA-backed neoclouds expand.
Jensen Huang has made plenty of bold calls before. His latest one puts an even bigger question in front of Nvidia investors.
Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.